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Showing 104 advisor(s) and rep(s)

Matt Aaron

CFP®, ChFC®, RICP®

Matt is a financial advisor and CFP® professional based in Washington, DC. His team at LUX Wealth Planning works closely with physicians, attorneys, and business executives across the country. Their planning is most relevant to emerging affluent professionals who are looking to build something special. Their goal is to deliver the ultimate client experience and help your dreams become a reality.Visit my website

Expertise: Fee-Based Financial Planning, Financial Planning, Private Client Services, Retirement Income Planning, Investment Strategies, Wealth Management

Languages: English

Location: Washington DC, 20006

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Mark Adams

CFP®

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.Visit my website

Expertise: Retirement Income Planning, Wealth Management, Trust Services, Financial Planning, Investment Strategies, Retirement Planning, Education Funding, Long Term Care Planning, Estate Planning, Employee and Executive Benefits Planning, Life Insurance Planning, Disability Income Planning

Languages: English

Location: Fairfax VA, 22030

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Saria AlshaikhaliVisit my website

Expertise: Financial Planning, Life Insurance Planning, Retirement Planning, Disability Income Planning

Languages: English, Arabic

Location: Washington DC, 20006

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Jared BaileyVisit my website

Expertise: Financial Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Retirement Planning

Languages: English

Location: Washington DC, 20006

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Andrew Bank

CFP®, RICP®, ChFC®

Visit my website

Expertise: Wealth Management, Retirement Planning, Financial Planning, Investment Strategies, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Washington DC, 20006

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Karim Bekkadja

CFP®, RICP®

Visit my website

Expertise: Wealth Management, Financial Planning, Retirement Planning, Investment Strategies, Disability Income Planning, Long Term Care Planning, Life Insurance Planning

Languages: English

Location: RESTON VA, 20191

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Clark Bixler

CFP®, ChFC®

Visit my website

Expertise: Private Client Services, Life Insurance Planning, Investment Strategies, Financial Planning, Retirement Income Planning, Education Funding, Special Needs Planning, Trust Services, Wealth Management

Languages: English

Location: Mc Lean VA, 22102

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